7*24

Hot topic

Market

Activities

On July 16, Christopher Hodge, former chief economist of the New York Federal Reserve and current chief economist for Natixis in the U.S., stated that Fed Chair Waller's tough hawkish stance may be setting a dangerous 'credibility trap' for himself. Hodge pointed out that Waller's aversion to 'forward guidance' and the 'dot plot' is reasonable in the current uncertain environment, but it also reveals a dangerous tendency. 'Waller came across as extremely hawkish in his first meeting, emphasizing 'price stability' in bold and with exclamation marks in almost every statement,' Hodge analyzed, noting that this excessive hawkish posture could be self-restricting. If CPI data in the coming months is noisy due to short-term disturbances (such as tariffs or energy shocks), Waller may be forced to raise rates due to the 'persona' he has established, even if it is not the optimal choice. Interestingly, Hodge quipped that Waller's only two 'dovish' performances in his career occurred during his interviews for the Fed Chair position. This return to a hawkish stance may reflect a return to his personal beliefs, but it could also limit the Fed's policy flexibility. Despite Waller's sharp rhetoric, Natixis expects the Fed to keep interest rates unchanged throughout 2026.

[Former New York Fed Chief Economist: Waller Trapped by 'Hawkish Persona', Fed May Be Forced to Raise Rates]On July 16, Christopher Hodge, former chief economist of the New York Federal Reserve and current chief economist for Natixis in the U.S., stated that Fed Chair Waller's tough hawkish stance may be setting a dangerous 'credibility trap' for himself. Hodge pointed out that Waller's aversion to 'forward guidance' and the 'dot plot' is reasonable in the current uncertain environment, but it also reveals a dangerous tendency. 'Waller came across as extremely hawkish in his first meeting, emphasizing 'price stability' in bold and with exclamation marks in almost every statement,' Hodge analyzed, noting that this excessive hawkish posture could be self-restricting. If CPI data in the coming months is noisy due to short-term disturbances (such as tariffs or energy shocks), Waller may be forced to raise rates due to the 'persona' he has established, even if it is not the optimal choice. Interestingly, Hodge quipped that Waller's only two 'dovish' performances in his career occurred during his interviews for the Fed Chair position. This return to a hawkish stance may reflect a return to his personal beliefs, but it could also limit the Fed's policy flexibility. Despite Waller's sharp rhetoric, Natixis expects the Fed to keep interest rates unchanged throughout 2026.

Former New York Fed Chief Economist: Waller Trapped by 'Hawkish Persona', Fed May Be Forced to Raise Rates

According to monitoring by Dongcha Beating, The Wall Street Journal cites informed sources stating that DeepSeek is preparing to go public on the Shanghai STAR Market. The company plans to submit its application by the end of this year, with the earliest listing anticipated in the second quarter of 2027. DeepSeek has begun discussions with investors and banks regarding its IPO plans. The funds raised from the IPO will be used for model development, talent recruitment, and computational infrastructure. The timeline may still be adjusted and is subject to regulatory approval.

[DeepSeek Expected to Launch on Shanghai STAR Market by Q2 2027]According to monitoring by Dongcha Beating, The Wall Street Journal cites informed sources stating that DeepSeek is preparing to go public on the Shanghai STAR Market. The company plans to submit its application by the end of this year, with the earliest listing anticipated in the second quarter of 2027. DeepSeek has begun discussions with investors and banks regarding its IPO plans. The funds raised from the IPO will be used for model development, talent recruitment, and computational infrastructure. The timeline may still be adjusted and is subject to regulatory approval.

DeepSeek Expected to Launch on Shanghai STAR Market by Q2 2027

On July 16, market data showed that Hyperliquid's contracts related to TSMC (Taiwan Semiconductor Manufacturing Company) surged before falling back, with the decline at one point exceeding 4%. Previously, TSMC announced its Q2 2026 financial report, revealing a net profit increase of 77% year-on-year to NT$706.6 billion, setting a record high and surpassing market expectations; Q2 revenue grew by 36% year-on-year to NT$1.27 trillion, with high-performance computing (HPC) business revenue increasing by 20% quarter-on-quarter.

[Hyperliquid TSMC Contracts Surge and Then Fall, Dropping Over 4% During Trading]On July 16, market data showed that Hyperliquid's contracts related to TSMC (Taiwan Semiconductor Manufacturing Company) surged before falling back, with the decline at one point exceeding 4%. Previously, TSMC announced its Q2 2026 financial report, revealing a net profit increase of 77% year-on-year to NT$706.6 billion, setting a record high and surpassing market expectations; Q2 revenue grew by 36% year-on-year to NT$1.27 trillion, with high-performance computing (HPC) business revenue increasing by 20% quarter-on-quarter.

Hyperliquid TSMC Contracts Surge and Then Fall, Dropping Over 4% During Trading

On July 16, vlad.fun, a token launch platform on the Robinhood Chain, announced via Twitter that it has temporarily shut down operations due to serious internal integrity issues among team members. The team will conduct a comprehensive investigation to ensure system security and will work with legal teams to take appropriate measures against those responsible. A complete account of the incident will be published as soon as possible.

[vlad.fun Temporarily Shuts Down Operations Due to Internal Integrity Issues]On July 16, vlad.fun, a token launch platform on the Robinhood Chain, announced via Twitter that it has temporarily shut down operations due to serious internal integrity issues among team members. The team will conduct a comprehensive investigation to ensure system security and will work with legal teams to take appropriate measures against those responsible. A complete account of the incident will be published as soon as possible.

vlad.fun Temporarily Shuts Down Operations Due to Internal Integrity Issues

On July 16, the Nikkei 225 index closed down 1,915.97 points, a decrease of 2.79%, ending at 66,835.54 points; individual stock Kioxia fell by 14%. The South Korean KOSPI index closed down 466.06 points on July 16, a drop of 6.4%, finishing at 6,818.35 points; the KOSDAQ also fell by 4.5%; SK Hynix dropped by 11%, and Samsung Electronics fell by 8%. South Korea has stated that it will soon announce measures to address the controversy surrounding leveraged ETFs linked to Samsung Electronics and SK Hynix stocks that have intensified market volatility.

[Japanese and South Korean Stock Markets Decline, KOSPI Index Plummets Over 6%]On July 16, the Nikkei 225 index closed down 1,915.97 points, a decrease of 2.79%, ending at 66,835.54 points; individual stock Kioxia fell by 14%. The South Korean KOSPI index closed down 466.06 points on July 16, a drop of 6.4%, finishing at 6,818.35 points; the KOSDAQ also fell by 4.5%; SK Hynix dropped by 11%, and Samsung Electronics fell by 8%. South Korea has stated that it will soon announce measures to address the controversy surrounding leveraged ETFs linked to Samsung Electronics and SK Hynix stocks that have intensified market volatility.

Japanese and South Korean Stock Markets Decline, KOSPI Index Plummets Over 6%

On July 16, TSMC (TSM.N) stated that it expects third-quarter revenue to be between $44.6 billion and $45.8 billion (compared to $33.1 billion in the third quarter of 2025). The company anticipates that demand will remain strong in the third quarter. It also expects revenue growth in 2026, measured in dollars, to be slightly above 40% (previously forecasted to be above 30%).

[TSMC Expects Strong Q3 Demand, Full-Year Revenue to Exceed Previous Forecast]On July 16, TSMC (TSM.N) stated that it expects third-quarter revenue to be between $44.6 billion and $45.8 billion (compared to $33.1 billion in the third quarter of 2025). The company anticipates that demand will remain strong in the third quarter. It also expects revenue growth in 2026, measured in dollars, to be slightly above 40% (previously forecasted to be above 30%).

TSMC Expects Strong Q3 Demand, Full-Year Revenue to Exceed Previous Forecast

According to monitoring by Dongcha Beating, Reuters reviewed documents and cited informed sources stating that ZTE's subsidiary, ZTE Kangxun Telecom, has received U.S. approval to purchase NVIDIA's H200. Server manufacturer Maginfra has also received the same approval. Another company under Kingsoft has been authorized to procure certain similar AMD chips. These three companies had not been disclosed previously. In May of this year, the U.S. approved about 10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to purchase the H200. Approval does not equate to immediate delivery. Some Chinese cloud service providers have recently indicated to partners that they may soon receive the H200, indicating progress in China's import review process.

[ZTE Subsidiary Approved to Purchase H200, Expanding List of Chinese Buyers]According to monitoring by Dongcha Beating, Reuters reviewed documents and cited informed sources stating that ZTE's subsidiary, ZTE Kangxun Telecom, has received U.S. approval to purchase NVIDIA's H200. Server manufacturer Maginfra has also received the same approval. Another company under Kingsoft has been authorized to procure certain similar AMD chips. These three companies had not been disclosed previously. In May of this year, the U.S. approved about 10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to purchase the H200. Approval does not equate to immediate delivery. Some Chinese cloud service providers have recently indicated to partners that they may soon receive the H200, indicating progress in China's import review process.

ZTE Subsidiary Approved to Purchase H200, Expanding List of Chinese Buyers

According to Beating Monitoring, Jeffrey Kessler, the Deputy Secretary of the U.S. Department of Commerce responsible for export controls, confirmed that a small quantity of NVIDIA H200 chips has been licensed and arrived in China. Actual shipments began after the U.S. approved the H200 in December last year. Kessler did not disclose the quantity or buyers, only stating that the shipment scale is 'insignificant.' Each license requires verification of the buyer, intended use, and chip performance, with strict prohibitions against military and nuclear, missile, and biochemical weapons-related projects. Although the U.S. has opened the export channel for H200 to China, the current deliveries remain symbolic in scale, and large-scale sales are still a long way off.

[NVIDIA H200 Arrives in China, Shipment Volume Remains Minimal]According to Beating Monitoring, Jeffrey Kessler, the Deputy Secretary of the U.S. Department of Commerce responsible for export controls, confirmed that a small quantity of NVIDIA H200 chips has been licensed and arrived in China. Actual shipments began after the U.S. approved the H200 in December last year. Kessler did not disclose the quantity or buyers, only stating that the shipment scale is 'insignificant.' Each license requires verification of the buyer, intended use, and chip performance, with strict prohibitions against military and nuclear, missile, and biochemical weapons-related projects. Although the U.S. has opened the export channel for H200 to China, the current deliveries remain symbolic in scale, and large-scale sales are still a long way off.

NVIDIA H200 Arrives in China, Shipment Volume Remains Minimal

On July 16, the spokesperson for the Central Command of the Iranian Armed Forces, Zolfaqari, stated today (July 16) that if Iranian infrastructure continues to be attacked by U.S. forces, Iran will strike all infrastructure in the region. He also mentioned that the issue of the Strait of Hormuz is Iran's 'red line' and that the U.S. will not be allowed to interfere.

[Iran Claims It Will Respond in Kind to Infrastructure Attacks]On July 16, the spokesperson for the Central Command of the Iranian Armed Forces, Zolfaqari, stated today (July 16) that if Iranian infrastructure continues to be attacked by U.S. forces, Iran will strike all infrastructure in the region. He also mentioned that the issue of the Strait of Hormuz is Iran's 'red line' and that the U.S. will not be allowed to interfere.

Iran Claims It Will Respond in Kind to Infrastructure Attacks

2月20日消息，据Coinglass数据，比特币保持区间震荡走势，当前主流 CEX、DEX 资金费率显示市场再度全面看空。 
资金费率（Funding rates）是加密货币交易平台为了保持合约价格与标的资产价格之间的平衡而设定的费率，通常适用于永续合约。它是多空交易者之间的资金交换机制，交易平台并不收取此费用，用于调整交易者持有合约的成本或收益，以使合约价格与标的资产价格保持接近。当资金费率为 0.01% 时，表示基准费率。当资金费率大于 0.01% 时，代表市场普遍看多。当资金费率小于 0.005% 时，代表市场普遍看跌。

【当前主流CEX、DEX资金费率显示市场再度全面看空】2月20日消息，据Coinglass数据，比特币保持区间震荡走势，当前主流 CEX、DEX 资金费率显示市场再度全面看空。 
资金费率（Funding rates）是加密货币交易平台为了保持合约价格与标的资产价格之间的平衡而设定的费率，通常适用于永续合约。它是多空交易者之间的资金交换机制，交易平台并不收取此费用，用于调整交易者持有合约的成本或收益，以使合约价格与标的资产价格保持接近。当资金费率为 0.01% 时，表示基准费率。当资金费率大于 0.01% 时，代表市场普遍看多。当资金费率小于 0.005% 时，代表市场普遍看跌。

当前主流CEX、DEX资金费率显示市场再度全面看空

Goldman Sachs Report Deconstructs the Competitive Landscape of China's AI Large Models: Who Will Be the Long-Term Winner?

Ethereum uses less power than British Museum – Here’s what changed

Why Bitcoin miners are holding 1.19M BTC despite 10% mining stock losses

Bitcoin’s $64,000 Rebound Faces A Real Test As Sellers Wait Near $65,000

Despite $450 Million Increase in Cash, STRC Price Still Falls; It's Never Been About Money

Bitcoin banking adoption hits 32%, but ‘we’re still early,’ says Strategy’s Saylor

CASHCAT drops 32% as a whale cashes out $2.85M – Can $0.10 hold?

Breaking the Offer Price! SpaceX's Stock Price Falls Below the $135 IPO Price for the First Time, Company Bonds Decline Continuously, Yield Reaches 7.5%, Comparable to Junk Bonds

当前主流CEX、DEX资金费率显示市场再度全面看空

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

Articoli correlati

Tutti i commenti0RecentePopolare

Temi di tendenza

Articoli correlati